Expense Tracking

Receipt & Expense Template

Organize your receipts and expense documents for easy tracking, tax preparation, and reimbursement. AI extracts vendor, amount, and category information automatically.

Naming Pattern {date}-{category}-{vendor}-{amount}

Template Fields

FieldDescriptionExample
{date}AITransaction date extracted from receipt2024-03-15
{category}AIExpense category (meals, travel, office, etc.)meals, travel, supplies
{vendor}AIStore or vendor nameamazon, starbucks, uber
{amount}AITotal amount from receipt45-99, 125-00

Common Categories

meals travel supplies software utilities equipment services misc

How It Works

  1. 1Extract transaction date - AI reads the receipt to find the purchase date, handling various date formats.
  2. 2Identify vendor/store - Recognizes store names, logos, and merchant information from the receipt.
  3. 3Categorize expense - Automatically classifies the expense based on vendor type and items purchased.
  4. 4Extract total amount - Finds the total or grand total amount, formatted for filenames.

Examples

Before & After Renaming

IMG_20240315_143022.jpg→2024-03-15-meals-starbucks-12-50.jpg
receipt(1).pdf→2024-03-14-supplies-amazon-89-99.pdf
scan_20240312.pdf→2024-03-12-travel-uber-34-75.pdf
expense.png→2024-03-10-software-adobe-54-99.png

Transformations Applied

Lowercase

Vendor names and categories are converted to lowercase for consistency

Amount Formatting

Decimal points replaced with hyphens (e.g., $45.99 becomes 45-99)

ISO Date Format

Dates standardized to YYYY-MM-DD for proper sorting

Who Is This For?

Briefcase

Freelancers

Track business expenses for taxes

Building

Small Businesses

Organize receipts by category

Plane

Travelers

Manage travel expense reports

Users

Employees

Prepare reimbursement claims

Simplify Your Expense Tracking

Download FilesDesk and let AI organize your receipts automatically.

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